About the role
Build something people love
Wealthsimple is on a mission to help everyone achieve financial freedom by reimagining what it means to manage your money. Using smart technology, we take financial services that are often confusing and expensive and make them transparent and low-cost for everyone. We’re the largest fintech company in Canada, with 3+ million users who trust us with more than $100 billion in assets. And we’re just getting started.
We’re looking for someone who thinks big, sweats the small stuff and keeps things simple. You’ll join a high-bar, fast-paced team where people are trusted to own their work, communicate openly, and ship things that improve our clients’ lives. Collaboration, humility, and an obsession over quality are how we get stuff done.
About the Commercial Strategy & Operations Team:
The Commercial Strategy & Operations team’s purpose is to serve as the strategic engine of the Commercial organization. By integrating robust systems, high-impact enablement, scalable lead management, and streamlined revenue operations, we bridge the gap between strategy and daily execution. Working cross-functionally, we align teams, tools, and insights to drive predictable, sustainable growth.
This Role:
The Commercial Strategy & Operations team is seeking a technical and strategic Manager, AI & Agentic Workflows to lead the evolution of our Commercial team. You will be responsible for designing, deploying, and optimizing autonomous AI agents and multi-agent systems that automate complex, end-to-end workflows. As our Manager, AI & Agentic Workflows, you aren’t just automating tasks—you are architecting the future of how we work. This role will sit on the Commercial Strategy & Operations team and support growth across the Commercial, Marketing, and Customer Experience teams.
Unlike traditional automation, you will focus on agentic patterns: systems capable of reasoning, using tools (APIs), and self-correcting to achieve high-level business objectives with minimal human intervention. Your work will directly reduce manual operational effort and unlock faster, more consistent execution across the Commercial organization. In your first 6 months, you will have established an AI & Agentic Roadmap and have designed and deployed 2-3 agentic workflows that meaningfully reduce manual effort across teams.
Aplyr's read
Wealthsimple is a fintech innovator making investing accessible, with a focus on financial literacy and inclusivity. Ideal for tech-savvy individuals passionate about democratizing finance.
What's promising
- •Wealthsimple's mission emphasizes financial literacy and inclusivity, appealing to socially conscious job seekers.
- •The company offers diverse roles, from software development to financial reporting, indicating growth and varied career paths.
- •Wealthsimple's focus on AI and data science suggests a forward-thinking approach to financial technology.
What to watch
- •The competitive fintech space may challenge Wealthsimple's market share and growth.
- •Rapid expansion could strain resources and affect company culture.
- •Limited public information about employee satisfaction and work-life balance.
Why Wealthsimple
- •Wealthsimple's commitment to making investing accessible sets it apart in the fintech industry.
- •Their emphasis on financial literacy aligns with a broader social mission.
- •A diverse range of recent hires indicates a dynamic and evolving workplace.
Aplyr’s read is generated by AI from public sources. Was it useful?
About Wealthsimple
Wealthsimple is a financial technology company that offers investment management, savings, and financial planning services. They aim to make investing accessible and straightforward for everyone, promoting financial literacy and inclusivity.
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